Joel Andrew Leibengood
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Investment Services LLCAug 2023 to now
- North Shore BankAug 2023 to now
- Purdue University-krannert Graduate SchoolJul 2022 to May 2023
- Mcadam LLCMay 2021 to Jun 2022
- Purdue University College of EducationAug 2019 to May 2021
- Mikolajewski & AssociatesJul 2019 to Jan 2020
- Purdue University of Health and Human SciencesAug 2018 to May 2021
- Trinity Lutheran Church and SchoolAug 2018 to Aug 2019
- Royal Custom PaintingJun 2018 to Jul 2018
- Little Caesars PizzaMar 2017 to Dec 2017
- Harris Junior Baseball and Softball AssociationApr 2016 to Aug 2020
- Penn High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7451939
- Firm CRD
- 105644